Offerbolt

In this video, I guide you through the process of uploading contacts into OfferBolt. I explain the importance of various contact details like legal descriptions and APN numbers for creating contracts efficiently. I recommend uploading all numbers for quick marketing outreach. Additionally, I demonstrate how to stack lists with different tags to target motivated contacts effectively. By following these steps, you'll be ready to engage with your contacts and workflows seamlessly.

The objective of this video is to show users how to upload contacts into OfferBolt and set them up for sending out messages efficiently.

Uploading Contacts and Setting Up Workflows in OfferBolt

- Upload contacts in CSV format.
- Map the spreadsheet column headers to OfferBolt contact fields.

- Preview section shows how data will appear.
- Match contact fields accurately for first name, last name, property address, city, state, postal code, mailing address, mailing city, mailing state, mailing zip code  and phone.

- Repeat the upload process for different contact numbers.
- Upload all numbers to start marketing to contacts immediately.

- Include APN, legal description, and county for contract creation.
- Ensure accuracy and efficiency by uploading complete information.

Internal Reference and Smart Lists

- Name the upload for internal reference.
- Create a smart list for easy access to uploaded contacts.

- Choose between adding new contacts or updating existing ones.
- Use the update option for adding missed information or additional tags.

- Add tags for list stacking and filtering.
- Use tags for identifying contacts from different lists and levels of motivation.

- Toggle to include contacts in a workflow.
- Submit to add contacts to OfferBolt and initiate workflow messages.

- Contacts will start receiving messages based on workflow settings.
- Excitement as the system starts running and replies come in.

- Confirm successful upload and setup.
- System is ready to operate, either immediately or based on workflow timing.

- Review uploaded list, smart list, and tags.
- Congratulate on successful setup and readiness to engage with contacts.
- There is no limit to the amount of contacts that you can upload into OfferBolt

1. Importing Contacts
 - Upload contacts in CSV format.
 - Map the spreadsheet column headers to OfferBolt contact fields.
2. Understanding Mapping
 - Preview section shows how data will appear.
 - Match contact fields accurately for first name, last name, property address, city, state, postal code, mailing address, mailing city, mailing state, mailing zip code and phone.
3. Importing Multiple Numbers
 - Repeat the upload process for different contact numbers.
 - Upload all numbers to start marketing to contacts immediately.
4. Utilizing Contact Information
 - Include APN, legal description, and county for contract creation.
 - Ensure accuracy and efficiency by uploading complete information.
5. Internal Reference and Smart Lists
 - Name the upload for internal reference.
 - Create a smart list for easy access to uploaded contacts.
6. Updating Existing Contacts
 - Choose between adding new contacts or updating existing ones.
 - Use the update option for adding missed information or additional tags.
7. Tagging Contacts
 - Add tags for list stacking and filtering.
 - Use tags for identifying contacts from different lists and levels of motivation.
8. Setting Up Workflows
 - Toggle to include contacts in a workflow.
 - Submit to add contacts to OfferBolt and initiate workflow messages.
9. Workflow Activation
 - Contacts will start receiving messages based on workflow settings.
 - Excitement as the system starts running and replies come in.
10. Final Check
 - Confirm successful upload and setup.
 - System is ready to operate, either immediately or based on workflow timing.
11. Completion
 - Review uploaded list, smart list, and tags.
 - Congratulate on successful setup and readiness to engage with contacts.
 - There is no limit to the amount of contacts that you can upload into OfferBolt